Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47847.27 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46452.38 Kr¶
PnL: ---------------------------------------> -436.19 Kr¶
DD now: ---------------------------------> -1.609 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 19:28:25.875519'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.440000 | 2870.000000 | 234.000000 | 8.880000 | 2636.000010 |
| Beijer Electronics Group | 26 | -1.650000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| Corem Property Group B | 59 | -3.520000 | 662.570000 | 85.570000 | 14.830000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.410000 | 434.000000 | 79.000000 | 22.250000 | 355.000000 |
| Boozt | 12 | 0.710000 | 1706.400000 | 52.400000 | 3.170000 | 1653.999996 |
| HMS Networks | 2 | 0.330000 | 719.600000 | 46.600000 | 6.920000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| OEM International B | 7 | 0.890000 | 553.700000 | 25.700000 | 4.870000 | 527.999997 |
| Intrum | 4 | 0.070000 | 546.200000 | 19.200000 | 3.640000 | 527.000000 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| SAAB B | 8 | 1.900000 | 3394.400000 | 17.400000 | 0.520000 | 3377.000000 |
| Essity A | 4 | 0.170000 | 1166.000000 | 17.000000 | 1.480000 | 1149.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.720000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Coor Service Management Hold. | 8 | -0.510000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.820000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Karnov Group | 9 | -0.650000 | 548.100000 | 12.100000 | 2.260000 | 536.000004 |
| Essity B | 2 | -0.480000 | 580.000000 | 6.000000 | 1.050000 | 574.000000 |
| Resurs Holding | 22 | -1.240000 | 578.600000 | 4.600000 | 0.800000 | 573.999998 |
| AcadeMedia | 12 | -0.600000 | 560.640000 | 3.640000 | 0.650000 | 557.000004 |
| Creaspac SPAC | 6 | 0.000000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Midsona B | 63 | -4.240000 | 583.380000 | 0.380000 | 0.070000 | 582.999984 |
| Securitas B | 6 | -0.130000 | 569.400000 | -0.600000 | -0.110000 | 570.000000 |
| Norva24 Group | 16 | -2.140000 | 542.080000 | -0.920000 | -0.170000 | 543.000000 |
| Handelsbanken A | 5 | -1.000000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.550000 | 3449.260000 | -4.740000 | -0.140000 | 3453.999992 |
| Swedbank A | 3 | -0.850000 | 559.050000 | -4.950000 | -0.880000 | 564.000000 |
| CTEK | 13 | -3.460000 | 522.860000 | -11.140000 | -2.090000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.500000 | 543.000000 | -51.570000 | -8.670000 | 594.565215 |
| Vivesto | 1368 | 1.640000 | 558.960000 | -54.040000 | -8.820000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| OX2 | 18 | 0.720000 | 1513.800000 | -150.200000 | -9.030000 | 1663.999992 |
| Axfood | 13 | 0.220000 | 3588.000000 | -168.000000 | -4.470000 | 3756.000001 |
| Fasadgruppen Group | 35 | 0.820000 | 3458.000000 | -353.000000 | -9.260000 | 3810.999990 |
| Ovzon | 52 | -2.420000 | 2938.000000 | -424.000000 | -12.610000 | 3361.999992 |
| TOTAL | 46452.380000 | -436.190000 | -1.60934% | 46888.564618 |
Updated:¶
'2023-01-17 19:28:39.269675'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
